Civic Intelligence

The Phillips Foundation C/O Thomas Bernauer

990PF • Fiscal year 2021 • EIN 95-6042761

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 24, 2022

Organization Profile
4301 Grandview DrPalmdale, CA 93551

(949) 637-8053

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

84th percentile

46%

Higher net margin than 84% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

61st percentile

11%

Faster asset growth than 61% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

25th percentile

-29%

Faster revenue growth than 25% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Flat

$361,138

Flat from 2021

Net Assets

$361,138

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin84th percentile

Revenue

Flat

$10,979

Flat from 2021

Expenses

Flat

$5,960

Flat from 2021

Net Income

Flat

$5,019

Flat from 2021

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2011: $756,687Liabilities 2011: $02011Assets 2012: $641,208Liabilities 2012: $02012Assets 2013: $597,386Liabilities 2013: $02013Assets 2014: $461,727Liabilities 2014: $0Net Assets 2014: $461,7272014Assets 2015: $347,865Liabilities 2015: $0Net Assets 2015: $347,8652015Assets 2017: $248,833Liabilities 2017: $0Net Assets 2017: $248,8332017Assets 2018: $255,807Liabilities 2018: $0Net Assets 2018: $255,8072018Assets 2019: $305,797Liabilities 2019: $12019Assets 2020: $326,241Liabilities 2020: $0Net Assets 2020: $326,2412020Assets 2021: $361,138Liabilities 2021: $0Net Assets 2021: $361,1382021Assets 2021: $361,138Liabilities 2021: $12021Assets 2022: $191,401Liabilities 2022: $0Net Assets 2022: $191,4012022Assets 2023: $186,760Liabilities 2023: $12023Assets 2024: $183,401Liabilities 2024: $0Net Assets 2024: $183,4012024

Highlighted filing

2021

Assets$361,138
Liabilities$0
Net Assets$361,138
Open 2021 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100K-$200KRevenue 2011: $48,839Expenses 2011: $76,541Net Income 2011: -$27,7022011Revenue 2012: $51,904Expenses 2012: $167,383Net Income 2012: -$115,4792012Revenue 2013: $63,037Expenses 2013: $107,042Net Income 2013: -$44,0052013Revenue 2014: $55,802Expenses 2014: $191,461Net Income 2014: -$135,6592014Revenue 2015: $41,863Expenses 2015: $155,725Net Income 2015: -$113,8622015Revenue 2017: $50,185Expenses 2017: $119,477Net Income 2017: -$69,2922017Revenue 2018: $14,799Expenses 2018: $7,825Net Income 2018: $6,9742018Revenue 2019: $16,838Expenses 2019: $19,950Net Income 2019: -$3,1122019Revenue 2020: $15,468Expenses 2020: $15,434Net Income 2020: $342020Revenue 2021: $10,979Expenses 2021: $5,960Net Income 2021: $5,0192021Revenue 2021: $10,979Expenses 2021: $5,960Net Income 2021: $5,0192021Revenue 2022: $514Expenses 2022: $105,296Net Income 2022: -$104,7822022Revenue 2023: $33,842Expenses 2023: $54,726Net Income 2023: -$20,8842023Revenue 2024: $5,573Expenses 2024: $23,819Net Income 2024: -$18,2462024

Highlighted filing

2021

Revenue$10,979
Expenses$5,960
Net Income$5,019
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 24, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donovan BernauerSecretary-$0--
Crystal BernauerPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Phillips Foundation
EIN
95-6042761
Phone
9496378053
Address
4301 GRANDVIEW DR, PALMDALE, CA 93551

Signing Officer

Name
Donovan Bernauer
Title
Secretary
Signed
2022-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Alvarez & Company LLP
Address
301 Forest Ave, Laguna Beach, CA 92651
Preparer
Gail Schickling CPA
Phone
9494973371
Raw XML Appendix261 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Donovan Bernauer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Crystal Bernauer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Secretary
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14301 GRANDVIEW DR
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Donovan Bernauer
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ACCOUNT MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04958
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Donovan Bernauer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PHILLIPS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0956042761
ReturnHeader/Filer/PhoneNum09496378053
ReturnHeader/Filer/USAddress/AddressLine1Txt04301 GRANDVIEW DR
ReturnHeader/Filer/USAddress/CityNm0PALMDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093551
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823867171
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Alvarez & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 Forest Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Laguna Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092651
ReturnHeader/PreparerPersonGrp/PhoneNum09494973371
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GAIL SCHICKLING CPA
ReturnHeader/ReturnTs02022-10-24T16:36:22-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Donovan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bernauer
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$361,138
Liabilities
$0
Net assets
$361,138
Revenue
$10,979
Expenses
$5,960
Net income
$5,019
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.06$0.24$0.18
2023Summary only. Only limited summary data is available for this year.$1.87$0.00$0.34$0.55$0.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$0.01$1.05$1.05
2021Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.11$0.06$0.05
2021Summary only. Only limited summary data is available for this year.$3.61$0.00$0.11$0.06$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.00$3.26$0.15$0.15$0.00
2019Summary only. Only limited summary data is available for this year.$3.06$0.00$0.17$0.20$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.56$0.00$2.56$0.15$0.08$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.50$1.19$0.69
2015Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.42$1.56$1.14
2014Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.56$1.91$1.36
2013Summary only. Only limited summary data is available for this year.$5.97$0.00$0.63$1.07$0.44
2012Summary only. Only limited summary data is available for this year.$6.41$0.00$0.52$1.67$1.15
2011Summary only. Only limited summary data is available for this year.$7.57$0.00$0.49$0.77$0.28